Wealth Management

Our Wealth Management team at Jefferson Bank will create investment strategies to help your small business grow and thrive.

Wealth management is crucial to the financial success of your business. This can be a challenge for a one person team. That’s why we’re here to remove stress from you and help you manage the investments you’ve already made in your small business.

We have a track record of success in wealth management, and we want you to share in that success. Our investment experts are seasoned professionals that can help you grow your portfolio.

You’ll have access to expertise, specialists when you need them most allowing you to understand and take ownership of the financial life of your small business.

Contact a business banking representative at (573) 634-0888 or stop by any location for your one-on-one financial review.

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Coverage cannot be bound nor changed without speaking directly to a licensed insurance agent. Insurance products are not available in all states. Not a Deposit. Not FDIC Insured. Not insured by any federal government agency. Not guaranteed by the bank or any of its affiliates. May go down in value.